Willingness to recommend

360Lifecycle (360 Dotnet)

360 Dotnet has developed 360 Lifecycle as the ultimate practice management system for financial services businesses, providing benefits to 1 in 5 mortgage brokers.
360 Lifecycle can deliver a significant reduction in the costs of running a business, by saving valuable hours of the working day and ultimately delivering increased revenue. 360 Lifecycle offers a client facing Factfind as well as a secure Client Portal which helps to save further time and improves client relationships. Clients can enter hard facts into the FactFind at a convenient time and have the confidence to send documents securely to their adviser.

NextWealth view

Among the 254 financial planners in our most recent survey that said they use a client portal, only one said they use 360 Lifecycle. As the tool receives more reviews on our directory, we will offer a view.

Integrations

Cash Management

Cashflow Modelling

Other

Platform

Practice Management System

Research

Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

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iPipeline

Microsoft

Mortgage Brain

Paymentshield

SmartrCriteria

theidol.com

Twenty7Tec

Uinsure

Zoopla

No integrations available for Platform

No integrations available for Practice Management System

Defaqto

Dynamic Planner

Legend:

Integrates One Way

Integrates Both Ways

Reviews

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